IIL

Insight Inv LLC Portfolio holdings

AUM $149M
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.14M
3
+$1.82M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$770K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$603K

Top Sells

1
+$1.43M
2
+$350K
3
+$257K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$143K
5
GD icon
General Dynamics
GD
+$78K

Sector Composition

1 Technology 23.94%
2 Financials 15.17%
3 Consumer Discretionary 9.06%
4 Healthcare 8.35%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$130K 0.09%
1,280
102
$91.5K 0.06%
223
103
$86.5K 0.06%
+527
104
$78.9K 0.06%
+245
105
$72.4K 0.05%
+123
106
$71.8K 0.05%
376
107
$70.2K 0.05%
1,175
108
$54.4K 0.04%
+189
109
$51.5K 0.04%
+488
110
$50.4K 0.04%
191
111
$37.8K 0.03%
+298
112
$30.5K 0.02%
+138
113
$25.1K 0.02%
+13,569
114
$24.2K 0.02%
+46
115
$23.3K 0.02%
287
116
$17.4K 0.01%
+230
117
$15.6K 0.01%
+74
118
$9.65K 0.01%
108
119
$9.27K 0.01%
+87
120
$7.02K ﹤0.01%
68
121
$5.79K ﹤0.01%
+201
122
$3.76K ﹤0.01%
+90
123
$1.24K ﹤0.01%
+14
124
$730 ﹤0.01%
+34
125
– –
-600
2 3 4
5
6